Happy new year and 2021 plans

Discussions about iCompta on macOS
Post Reply
SRIC
Posts: 23
Joined: 23 October 2019, 23:51

Happy new year and 2021 plans

Post by SRIC »

Dear Angeman,

Thanks again for iCompta.
I have seen lots of bug fixes lately and was curious, what is your plan for 2021 for this app?

I had the following open points in my mind:

- status of automatic import from iCloud Drive files: I remember I had to re-state the file path every time I wanted to import using Catalina (both cloud and local machine) Is this issue fixed?

- icompta scripting dictionary, to launch operations (run import or export configurations, save or fetch data of a specific report by name, alter value of variables) to provide easy automation with other applications or processes (e.g. let us create and share in the forum scripts to generate charts and scenarios with excel/numbers based on icompta content)

- tax rate reference to variable name inside rules. E.g. “if C then set tax rate to my_tax_rate”, currently it is “if X then set tax rate to n%”

- batch import security quotes

-support saltedge or similar service via paid upgrade: linxo focuses on the french market only so many of us are completely cut off.
User avatar
Angeman
Administrateur
Posts: 2153
Joined: 28 December 2008, 21:28
Location: Toulouse, France
Contact:

Re: Happy new year and 2021 plans

Post by Angeman »

SRIC wrote: 31 December 2020, 11:43 - status of automatic import from iCloud Drive files: I remember I had to re-state the file path every time I wanted to import using Catalina (both cloud and local machine) Is this issue fixed?
I don't understand what you mean sorry, could you explain a little more ?
SRIC wrote: 31 December 2020, 11:43 - icompta scripting dictionary, to launch operations (run import or export configurations, save or fetch data of a specific report by name, alter value of variables) to provide easy automation with other applications or processes (e.g. let us create and share in the forum scripts to generate charts and scenarios with excel/numbers based on icompta content)
Honestly Apple Script seems to be used less and less so I haven't planned to add that and I don't think many users would benefit from it.
SRIC wrote: 31 December 2020, 11:43 - tax rate reference to variable name inside rules. E.g. “if C then set tax rate to my_tax_rate”, currently it is “if X then set tax rate to n%”
It would require a complete scripting language for the rules engine so it's too complicated sorry.
SRIC wrote: 31 December 2020, 11:43 - batch import security quotes
You can already do that in the quotes panel.
SRIC wrote: 31 December 2020, 11:43 -support saltedge or similar service via paid upgrade: linxo focuses on the french market only so many of us are completely cut off.
To use their API I need to pay a base fee for a minimum number of users (say 2000 for example) even if only 5 users are using it so I can't afford it currently because there are not enough users willing to pay for it outside of France…
SRIC
Posts: 23
Joined: 23 October 2019, 23:51

Re: Happy new year and 2021 plans

Post by SRIC »

thanks for the quick reply!
  • for iCloud source files, I refer to my thread "Re: problem referencing iCloud files as source in the load" in the forum.
  • Apple Script: ok thanks good to know
  • batch import security quotes: I can import quotes one by one but not in batch, it's a problem as I have around 30 products not listed on boursorama, yahoo or google. I created a clickclick flow that mimics screen actions, but it's unstable due to screen refresh rate and general clunkiness of the approach. if this feature is not implemented what I could do is export the transactions related to the investments and work on securities in another app.
  • support saltedge or similar service via paid upgrade: ok thanks, I will try to aggregate data in another application before sending it to icompta
User avatar
Angeman
Administrateur
Posts: 2153
Joined: 28 December 2008, 21:28
Location: Toulouse, France
Contact:

Re: Happy new year and 2021 plans

Post by Angeman »

SRIC wrote: 31 December 2020, 23:33 for iCloud source files, I refer to my thread "Re: problem referencing iCloud files as source in the load" in the forum.
Ok then still scheduled for iCompta 7
SRIC wrote: 31 December 2020, 23:33 batch import security quotes: I can import quotes one by one but not in batch, it's a problem as I have around 30 products not listed on boursorama, yahoo or google. I created a clickclick flow that mimics screen actions, but it's unstable due to screen refresh rate and general clunkiness of the approach. if this feature is not implemented what I could do is export the transactions related to the investments and work on securities in another app.
You can already import several quotes from different securities in a single import, you are not required to do it one by one.
SRIC
Posts: 23
Joined: 23 October 2019, 23:51

Re: Happy new year and 2021 plans

Post by SRIC »

Ok for the quotes then :shock: I’ll do that right away. Thanks!
Post Reply